PRINCIPAL FUNDS, INC. - PCBIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOODY LYNN & LIEBERSON, LLC | History | No change | 23,680 | 1,013 | 0.05% | 0.06% | 1 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Oakworth Capital, Inc. | History | Added to | 5,488 | 234 | 0.01% | 0.01% | 2 | +298 | 5.74% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,563 | 109 | 0.06% | — | 3 | +2,563 | New | Q4 2025 | Feb 18, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,676 | -100.0% | Q3 2025 | Oct 21, 2025 |